Sustainability, Energy Transition, ESG | Weekly Thematic

She Blinded Me With Science: ESG Storylines Versus Real Analysis
March 10, 2021
Companies Mentioned:
ExxonMobil , Enterprise Products, CarbonLite, Chevron, Energy Transfer Partners, NextDecade, Engie, Plug Power, Flux Power
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing

C-MACC Weekly “CRETER” (Climate etc.)

She Blinded Me With Science: ESG Storylines Versus Real Analysis

  • This report discusses how much a climate agenda can advance without the government’s backing of a carbon tax, despite recommendations, and with ESG data collection and disclosure inaccuracies limiting investors’ ability to push for change.
  • Airtime that focuses on low carbon oil and natural gas is rising, but these paths, especially low-carbon oil, are transitional at best with little impact. Low carbon power generation, including natural gas-based power, offers much greater promise.
  • We examine the continued debates targeting the plastic waste market and the lack of real practical proposals to deal with it holistically. We also continue to question anyone who thinks they have a complete, fully formulated 2050 plan

See PDF below for all charts 

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